Skip to main content

You are here

Advertisement

Upcoming Webcasts on Disclosure Notices

You may want to put one or both of these upcoming disclosure-related webcasts on your calendar:

What Plan Committees Must Do with 408(b)(2) Disclosures
Now that service providers to ERISA-governed retirement plans have provided written disclosures about their services, fiduciary status and compensation to the “responsible plan fiduciary” for all their existing plan clients, the focus shifts to plan sponsors. Brad Campbell, Bruce Ashton and Fred Reish of Drinker Biddle offer a free webcast at 12 p.m. Eastern on Thursday, Oct. 11, to discuss what plan committees must do with 408(b)(2) disclosures. Topics will include:
• the next steps plan sponsors must take;
• appropriate procedures in cases where disclosures were not furnished; and
• issues from the policy perspective of the government.
To register, click here.

404a-5 Revisited – Opportunities for Advisors
This webcast — free for NAPA members — will highlight the gaps that exist in the execution and fulfillment of the participant level fee disclosure notices and how advisors can use them as an opportunity to add value to your clients. It will identify:
• action items related to ongoing ERISA 404a-5 notices (quarterly and annual); and
• key areas in which advisors can assist clients in undertaking the 404a-5 notice obligation.
To register, click here.

Advertisement